ROCKBRIDGE ASSET MANAGEMENT, LLC of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 329880). Regulatory assets under management: $218.0M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Peter Creighton Keefe | MANAGING MEMBER; MANAGING MEMBER, CCO | — |
| Quinten Alexander Petro | CHIEF COMPLIANCE OFFICER | — |
| Dennis Peter Kelly | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | — |
| KEEFE PETER CREIGHTON | MANAGING MEMBER, CCO | — |